Set up coupon codes for referrals

Who can use Referrals?

  • This feature is available for: Professional, Advanced, Enterprise users.

Introduction

The guide to set up coupons for referees.

  • Firstly, select Rewards Programs on the left menu > Referrals.

  • Enable Referral Programs > Save.

Set up Referral Rewards, Redirect URL, and Share via Social Media​

  • Referral Rewards:

    • Rewards for referees: discounts for referred customers clicking on the refer links and filling valid emails.

    • Rewards for referrers: discounts for referral customers sharing refer link after successful refers (referees click the link, enter their emails to get coupons, and place orders with the refer link).

  • Redirect URL: enter the link you want to show when customers click the refer link. The default will redirect them to the homepage.

  • Share via Social Media: choose to share the refer link via Twitter, Facebook, or Email.

    • Message to tweet: enter the title when sharing the refer link on Twitter.

Rewards for Referees setup​

Click on the Edit icon of Rewards for Referees:

  • Redeem type:

    • Discount percentage: customers will get discounts as percentages.

    • Discount fixed amount: customers will get the discounts as a certain amount.

    • Customers earn: enter the percentages or a number of discounts.

  • Apply discount to:

    • All orders: apply coupon codes for all products.

    • Specific collections: use coupon codes for some products in certain collections.

  • Minimum order requirement:

    • None: apply discounts with no price limit for orders.

    • Minimum purchase: apply discounts for orders with minimum value.

  • Reward expired after: select the valid period to use discount codes.

Rewards for Referrers Setup​

Click on the edit icon of Rewards for Referrers:

  • Redeem type:

    • Discount percentage: customers will get discounts as percentages.

    • Discount fixed amount: customers will get the discounts as a certain amount.

    • Customers earn: enter the percentages or a number of discounts.

  • Apply discount to:

    • All orders: apply coupon codes for all products.

    • Specific collections: use coupon codes for some products in certain collections.

  • Minimum order requirement:

    • None: apply discounts with no price limit for orders.

    • Minimum purchase: apply discounts for orders with minimum value.

  • Reward expired after: select the valid period to use discount codes.

Finally, remember to click Save to apply the changes.

Shopify Tagging​

Shopify tagging is used to sync additional tag information into Shopify to enhance your connectivity with Shopify.

  • Select/Unselect Order tags: Show/Hide order details in the Shopify admin Order view.

  • Select/Unselect Add Joy Note Attributes to Orders: Display/Hide information when a Referrer Order occurs, details about the Referee and Referral link will be stored in Additional details.

  • Select/Unselect Customer Referral Tags: Show/Hide the Joy Referral tag in the Customer section of the Shopify admin when a customer receives a new Referral link.

  • Select/Unselect Referee Tags: Show/Hide the Joy Referee tag in the Customer section of the Shopify admin when a customer successfully sends a referral link.

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Need help? Check out Frequently Asked Questions.πŸ‘‡

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